RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$447K0.01% 7,827
+192
+3%
+$11K
$447K0.01%
+5,764
 New
+$447K
$445K0.01% 3,047
+79
+3%
+$11.5K
$444K0.01% 2,136
+1
+0.1%
+$208
$444K0.01% 40,820
-8,156
-17%
-$88.7K
$442K0.01% 5,712
-182
-3%
-$14.1K
$440K0.01% 10,090
+1,371
+16%
+$59.8K
$440K0.01% 15,873
-362
-2%
-$10K
$438K0.01% 8,800
-2
-0%
-$100
$436K0.01% 15,737
+5,338
+51%
+$148K
$435K0.01% 1,301––
$432K0.01% 8,940
-5,707
-39%
-$276K
$429K0.01% 7,154
-4,767
-40%
-$286K
$429K0.01% 3,673
+1,908
+108%
+$223K
$428K0.01% 1,299
-225
-15%
-$74.1K
$425K0.01% 24,939
+673
+3%
+$11.5K
$418K0.01% 3,645
-2,151
-37%
-$247K
$417K0.01% 5,210
+1,435
+38%
+$115K
$416K0.01% 2,646
+410
+18%
+$64.5K
$414K0.01% 4,708
-1,699
-27%
-$149K
$407K0.01% 59,686
+34,906
+141%
+$238K
$406K0.01%
+1,202
 New
+$406K
$405K0.01% 29,922––
$404K0.01% 5,333
-1,253
-19%
-$95K
$401K0.01% 32,348
+9,864
+44%
+$122K
1 242526272840